See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,207 | $71,050-13.9% | $93,606-34.6% | $80,856-24.3% |
| Participation rate | 82.1% | 60.4%+21.7pp | 68.7%+13.4pp | 67.6%+14.5pp |
| Annual return | 15.77% | 11.26%+4.5pp | 133.20%-117.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,323 | $1,564+48.6% | $2,420-4.0% | $2,755-15.7% |
| Participant deferral / active EE | $5,209 | $4,034+29.1% | $4,411+18.1% | $4,296+21.3% |
| Admin fee / account holder | $2,143 | $6,945-69.1% | $8,285-74.1% | $6,918-69.0% |